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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,065 | $162,136-77.8% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.30% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $22,694 | $4,890+364.1% | $4,624+390.7% | $4,379+418.2% |
| Participant deferral / active EE | $36,536 | $8,341+338.0% | $8,004+356.5% | $6,730+442.9% |
| Admin fee / account holder | $16,683 | $15,759+5.9% | $14,398+15.9% | $14,365+16.1% |